Adding Value Through Portfolio, Planning and Behavior: Inside Vanguard’s Advisor Alpha with Michael DiJoseph

This episode explores how financial advisors can add meaningful value to long-term investment success, breaking down Vanguard’s Advisor Alpha research and its key drivers of improved net returns. George is joined by Michael DiJoseph, CFA, Senior Strategist at Vanguard’s Investment Advisory Research Center, to discuss the evolution of advice- from portfolio construction to behavioral coaching and tax efficiency. Together, they highlight how a holistic, client-centered approach can build clarity, confidence, and better financial outcomes over time.Resources 🌐 Our website: https://www.measuredwealth.net/ 📞 Phone: 603-431-1444 🔎 Explore our range of services: https://www.measuredwealth.net/services 📅  Schedule a meeting with our team: https://www.measuredwealth.net/contact